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LFG

Larson Financial Group Portfolio holdings

AUM $3.12B
1-Year Est. Return 22.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.85B
AUM Growth
+$356M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,660
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$22.3M
3
+$19.7M
4
FNGU
MicroSectors FANG+ 3x Leveraged ETNs due Feb 17 2045
FNGU
+$13.9M
5
AAPL icon
Apple
AAPL
+$11.9M

Top Sells

1
+$19.1M
2
+$15M
3
+$11.6M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$6.82M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.6M

Sector Composition

1 Technology 16.08%
2 Financials 5.03%
3 Consumer Discretionary 4.53%
4 Industrials 3.51%
5 Healthcare 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1801
$14.8K ﹤0.01%
407
-573
1802
$14.8K ﹤0.01%
319
+298
1803
$14.7K ﹤0.01%
403
-86
1804
$14.7K ﹤0.01%
+400
1805
$14.7K ﹤0.01%
397
+395
1806
$14.6K ﹤0.01%
511
-111
1807
$14.6K ﹤0.01%
301
+65
1808
$14.5K ﹤0.01%
783
+6
1809
$14.5K ﹤0.01%
74
+52
1810
$14.5K ﹤0.01%
114
+102
1811
$14.5K ﹤0.01%
147
1812
$14.4K ﹤0.01%
204
-98
1813
$14.4K ﹤0.01%
2,529
+2,186
1814
$14.4K ﹤0.01%
156
+1
1815
$14.4K ﹤0.01%
1,588
1816
$14.4K ﹤0.01%
500
1817
$14.4K ﹤0.01%
600
1818
$14.3K ﹤0.01%
+200
1819
$14.3K ﹤0.01%
500
1820
$14.3K ﹤0.01%
925
+706
1821
$14.3K ﹤0.01%
319
+114
1822
$14.3K ﹤0.01%
313
+222
1823
$14.3K ﹤0.01%
575
+186
1824
$14.3K ﹤0.01%
248
1825
$14.2K ﹤0.01%
261
+54
71 72
73
74 75